LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $336M
1-Year Est. Return 10.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
-$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.6M
3
+$921K
4
AMZN icon
Amazon
AMZN
+$441K
5
STKL
SunOpta
STKL
+$441K

Top Sells

1
+$2.75M
2
+$496K
3
+$365K
4
DIS icon
Walt Disney
DIS
+$227K
5
CPRT icon
Copart
CPRT
+$222K

Sector Composition

1 Financials 25.05%
2 Healthcare 16.63%
3 Energy 13.36%
4 Consumer Discretionary 11.07%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.07%
4,952
-522
77
$363K 0.07%
7,410
-425
78
$345K 0.07%
+3,000
79
$342K 0.07%
+8,500
80
$304K 0.06%
4,300
81
$286K 0.06%
1,198
82
$284K 0.05%
6,582
83
$276K 0.05%
1,515
84
$274K 0.05%
+1,357
85
$260K 0.05%
2,442
+42
1 2 3
4